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  2. ALFORD AND ASSOCIATES INSURANCE SERVICES, LLC
Sponsor portfolio

ALFORD AND ASSOCIATES INSURANCE SERVICES, LLC

EIN 82-2292439-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
2
$3.6M assets
Welfare
0
Participants
34
1217 MUSEUM DR - HOUMA, LA 70360985-853-1080
Plans on this EIN
2 filings
#001401k-$1.8M - 18 part#002CashBalance-$1.8M - 16 part

Retirement portfolio analytics

2 plans aggregated / $3.6M assets / 34 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • & ASSOCIATES 401(K) (#001)51%
  • CASH BALANCE PLAN (#002)49%
Total $3.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • & ASSOCIATES 401(K) (#001)18
  • CASH BALANCE PLAN (#002)16
Total 34Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ALFORD & ASSOCIATES 401(K) PLAN

401k

Assets$1.8M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ALFORD & ASSOCIATES CASH BALANCE PLAN

CashBalance

Assets$1.8M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ALFORD & ASSOCIATES 401(K) PLAN401k$1.8M182025
002ALFORD & ASSOCIATES CASH BALANCE PLANCashBalance$1.8M162024
Retirement plans
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